CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE

The Point Financial Group team brings you more than 100 years of collective industry experience, with associates who have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves CERTIFIED FINANCIAL PLANNER™ practitioners. This certification communicates expertise and credibility amongst their peers, and serves as an indication of their status as qualified, trustworthy financial planners.

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Planning for today’s needs and
tomorrow’s goals

There’s no getting around the fact that the goals and dreams that matter most to you and your family all have financial implications that require careful planning. Funding a child’s education, living your retirement dreams and making sure you don’t outlive your income all depend on the decisions you make today. At The Point Financial Group, our experienced advisors bring more than 100 years of collective financial industry experience to help you make clear, confident decisions at every stage of your financial life.

We view financial planning as life planning - a process that helps enable you to live the life you envision.

Whether you’re seeking a greater sense of financial independence or simply more time to focus on your family, friends or career, we offer an array of resources to address all aspects of your finances. We realize that your goals and objectives may change over time, so we focus on building income strategies that can easily adapt to your evolving needs as we help you plan for every season of your life.